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JV

Jackson V.

Financial Planning and Investment Analyst at Mirador Capital Partners LP

San Francisco, CA , United States

About

Jackson Vickers is a Financial Planning and Investment Analyst at Mirador Capital Partners LP, based in San Francisco, CA. He specializes in advanced financial planning, with a particular focus on employer stock options, restricted stock, and other forms of equity compensation for executives and high-net-worth individuals. In his role, Jackson collaborates closely with clients to review investment portfolios, develop tailored financial strategies, and guide them toward achieving their long-term goals.

Jackson’s expertise centers on the technology sector, where he provides specialized advice on managing concentrated stock positions, equity diversification, and tax-efficient planning for clients receiving employer equity. He is also an active member of the firm’s Investment Committee, contributing to the development and oversight of proprietary investment strategies.

Prior to joining Mirador Capital Partners, Jackson gained valuable experience as a Wealth Management and Financial Planning Intern at The Dollarhide Financial Group, LLC, where he supported comprehensive financial planning and investment analysis. He holds a Bachelor of Science in Finance from Barrett, The Honors College at Arizona State University, with certificates in International Business and Political Economy, and completed coursework in Economics at The London School of Economics and Political Science. Jackson’s academic and professional background, combined with his practical experience, positions him as a trusted advisor in the field of wealth management and financial planning.

Career History

OrganizationRoleDate RangeDetails
Mirador Capital PartnersFinancial Planning and Investment AnalystJun 2023 to Present
The Dollarhide Financial Group, LLCWealth Management and Financial Planning InternJun 2020 to May 2023
I interned with the financial planning department at The Dollarhide Financial Group. My role required me to develop financial reports, engage with clients, perform asset allocation reviews, and assist...
The Dollarhide Financial Group, LLCFinancial Planning InternJul 2019 to Aug 2019
The Dollarhide Financial Group, LLCFinancial Planning InternMay 2018 to Aug 2018
As a financial planning intern at The Dollarhide Financial Group, I performed market research, analyzed retirement products, developed marketing tools, and assisted in the financial planning process.

Education

Barrett, The Honors College

Bachelor of Science - BS, Finance

2019 2023

Arizona State University - W. P. Carey School of Business

Bachelor of Science - BS, Finance

2019 2023

The London School of Economics and Political Science (LSE)

Economics

2022 2022

Brophy College Preparatory

2015 2019

Others at Mirador Capital Partners LP (3)

NameRoleLocation
D
Dan Murray
PrincipalLarkspur, CA , United States
Carol Wikle
Carol Wikle
PrincipalPleasanton, CA , United States
Lauren Moone
Lauren Moone
Executive Vice PresidentPleasanton, CA , United States